Position in ESS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$80,281,140
+$19,324,244 QoQ
Shares Held
275,322
+9.3% QoQ
Ownership
0.428%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#36
of 624 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in ESS Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $1,296,686,634 across 19 REIT - Residential names. ESS ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
5,303,203 | $358,274,758 | |
| 2 | VMRK |
Vivmark Residential
|
3,004,393 | $204,088,412 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,944,155 | $125,300,788 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
818,301 | $113,694,737 | |
| 5 | ESS |
Essex Property Trust, Inc.
This page
|
275,322 | $80,281,140 | |
| 6 | CPT |
Camden Property Trust
|
680,971 | $77,964,367 | |
| 7 | INVH |
Invitation Homes Inc.
|
2,496,227 | $75,411,015 | |
| 8 | SUI |
Sun Communities Inc
|
623,891 | $74,810,765 |
All Filings in ESS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,281,140 | 275,322 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $60,956,896 | 251,888 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $54,963,786 | 210,042 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $59,176,679 | 221,089 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $55,567,652 | 196,075 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $57,713,025 | 188,254 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $51,779,955 | 181,404 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $144,190,067 | 488,085 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,456,539 | 196,387 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $51,305,072 | 209,571 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $33,070,729 | 133,382 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,638,765 | 182,181 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $44,903,122 | 191,648 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $55,590,035 | 265,803 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $45,248,094 | 213,515 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $48,177,363 | 198,891 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,731,729 | 220,763 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $73,394,804 | 212,443 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $88,820,779 | 252,167 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $83,347,262 | 260,672 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $84,054,399 | 280,172 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $67,832,775 | 249,532 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $50,348,706 | 212,066 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $56,018,399 | 278,990 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $55,850,101 | 243,706 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $56,744,172 | 257,647 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||